Ball & Co Wealth Management
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Ball & Co Wealth Management’s Microsoft MSFT Stock Holding History

Ball & Co Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-57
Closed -$21K – 55
2026
Q2 		$21K Hold
57
– – 0.01% 50
2026
Q1 		$21K Buy
57
+1
+2% +$418 0.02% 53
2025
Q4 		$27K Hold
56
– – 0.02% 48
2025
Q3 		$29K Hold
56
– – 0.02% 57
2025
Q2 		$28K Hold
56
– – 0.03% 40
2025
Q1 		$21K Sell
56
-18
-24% -$7.34K 0.02% 40
2024
Q4 		$31K Buy
+74
New +$31.5K 0.02% 38

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Ball & Co Wealth Management's MSFT Position: Q3 2026 in Review

Ball & Co Wealth Management sold out of Microsoft (MSFT) in Q3 2026, closing a stake of 57 shares — an estimated $21K sold.

Ball & Co Wealth Management first reported a position in MSFT in Q4 2024 and held it in 7 quarters. The position peaked at $31K in Q4 2024. 3,918 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Ball & Co Wealth Management reported no remaining Microsoft position as of Q3 2026 after selling out during the quarter.
  • Ball & Co Wealth Management sold 57 Microsoft shares in Q3 2026, an estimated $21K.
  • Ball & Co Wealth Management first reported a position in Microsoft in Q4 2024 and held it in 7 quarters.
  • Ball & Co Wealth Management's Microsoft position peaked at $31K in Q4 2024.
  • 3,918 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Ball & Co Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.